For boutique professional services firms — accounting · law · consulting · HR · agency

AI built around your clients, not your chats.

Every other AI agent scopes memory to a conversation. Practiq scopes it to the client. Conversations, files, agent sessions, deliverables — all live inside a client workspace. Switch between 50 clients with zero context reload.

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See it in action

One dashboard for every client your firm manages.

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Practiq dashboard showing the AI command center for Meridian Accounting Group with client list, priorities, and AI assistant

What is Practiq?

Practiq is an AI-native client workspace for boutique professional services firms — accounting, law, HR advisory, consulting, and agency — managing 30 to 200 client relationships. Each client gets a dedicated workspace with full history; an AI assistant scans every client overnight and surfaces a morning priority list.

Practiq is built for accounting / tax / bookkeeping, law, HR advisory, consulting, and agency firms with 2 to 10 team members and 30 to 200 active clients. Pricing is per-client ($10/client/month founding, $15/client/month standard) with unlimited team seats — the opposite of per-seat practice management software. It complements QuickBooks, Drake, Lacerte, Clio, MyCase, BambooHR, Gusto, and HubSpot rather than replacing them.

The architectural shift

Client-first, not chat-first.

Every other AI agent organizes itself around conversations. That breaks the moment you manage more than one client. Practiq is built the other way.

Chat-session AI agents

ChatGPT, Claude.ai, Copilot, most "AI assistants"

Practiq — client-centric

Built for firms managing 50–200 client relationships

Memory scoped to a conversation

Memory scoped to the client

Context vanishes when you close the thread

Context persists across every session with that client

Files and notes scattered across chats

All client files, conversations, deliverables in one place

Every new session = re-brief the AI from scratch

Open a client → the AI already knows where you left off

Agents forget what other agents did

Every agent shares the same client-scoped memory

This isn't a UI choice — it's a different data model. Every conversation, file, agent run, and audit event in Practiq has a client_id. That's what makes context-switching cost zero.

One workspace per client — and the AI lives inside it

Every conversation, file, agent action, preference, and past deliverable is scoped to the client. Open a client and the AI is already up to speed — no briefing, no pasted history, no forgotten threads.

Shared team memory

When the partner steps out, juniors still have full context.

Works with your tools

QuickBooks, Clio, HubSpot, Figma, BambooHR — always in sync.

Ready-to-send deliverables

Financial statements, board memos, campaign briefs — generated in your firm's voice.

.docx

.xlsx

.pptx

Impact

Your firm manages 50 clients today. Practiq makes 80 possible — same team.

-90%

Onboarding Time

For new team members to a client

+40%

Firm Capacity

More clients per partner

Output Velocity

Reports, memos, and briefs — drafted before you ask

-70%

Context Errors

Fewer cross-client mixups

Ready to try Practiq?

Free to start. Your whole team and every client workspace included from day one. No credit card.

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Frequently asked questions

How is Practiq different from ChatGPT, Claude, or Copilot?+

Those are chat-session AI agents — memory scoped to a conversation. The moment you switch topics, you have to re-paste context or the AI forgets. Practiq is a client-centric AI workspace: every conversation, file, agent action, and preference is tied to a specific client record. Switching clients takes one click and the AI is already loaded with that client's complete history. Same LLMs underneath — fundamentally different architecture around them.

What is Practiq?+

Practiq is an AI workspace for boutique professional services firms — accounting, law, HR, marketing, consulting, advisory — that manage 50 to 200 client relationships. Instead of a general-purpose chat, every client gets their own workspace with shared team memory, autonomous AI agents that run overnight, and ready-to-send deliverables. Your firm can handle more clients without growing the team.

Who is Practiq built for?+

Boutique professional services firms with 2 to 20 team members managing 50 to 200 client relationships. If your team juggles clients across tools like QuickBooks, Clio, HubSpot, BambooHR, or Figma, Practiq consolidates every client's history, files, and preferences into one AI-native workspace — regardless of vertical.

How does Practiq reduce context switching to zero?+

Because memory is scoped to the client, not the chat. Each client has a persistent workspace with their financial data, communication preferences, past deliverables, team notes, and every agent run ever executed on their behalf. When you open a client, the AI is already briefed. What typically takes 10–15 minutes of file searching and re-pasting becomes a one-click, one-second switch.

Which firm verticals does Practiq work for?+

Any boutique professional services firm whose work is organized around client relationships. We've designed for accounting/tax/bookkeeping, law, HR advisory, marketing/creative agencies, and consulting — and we onboard firms in other verticals (financial advisory, executive coaching, real estate, architecture) on request. If your team thinks in terms of 'my clients,' Practiq fits.